Job Description
Stacey Danley at Aplin has partnered with our client, a leader in the investment industry, to recruit an experienced Client Service Associate.
This is an excellent opportunity for a detail-oriented administrative professional who is passionate about the financial industry and thrives in a collaborative client services team. Please note this is a full-time permanent location based in Winnipeg.
Benefits and Perks:
This is an excellent opportunity for a detail-oriented administrative professional who is passionate about the financial industry and thrives in a collaborative client services team. Please note this is a full-time permanent location based in Winnipeg.
Benefits and Perks:
- Competitive Salary – Based on experience
- Comprehensive Employer-Paid Benefits
- Pension Plan & Profit-Sharing
- Wellness Account & Gym Membership
- Educational Support & Professional Development
- Free Parking
- Hybrid Work Option – 30% work-from-home
- Prepare and follow up on new client account documentation
- Correspond with clients regarding their accounts and inquiries
- Process deposits, withdrawals, and asset transfers
- Reconcile accounts and t...
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